Monthly Archives: November 2019

Indiscriminate fund flows fuel financially-destructive times

Posted on November 6, 2019 by Danielle Park

We are living through the final scenes of one of the most financially-destructive chapters in human history. I was an investment analyst in the 2000 dot.com bubble and the 2007 China/commodities/subprime bubble and, yes, they were mad times too.  But … Continue reading →

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‘Blitzscaling’ and the race to financial oblivion

Posted on November 5, 2019 by Danielle Park

This is a worthwhile overview of the indiscriminate capital flows that have drowned investment value and spiked capital risks in present stock and corporate debt markets.  Those holding equities, equity mutual funds and ETFs today are running in a perilous … Continue reading →

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Seba update on the disruption of energy and transportation

Posted on November 4, 2019 by Danielle Park

This presentation was recorded in NYC October 29, 2019. Worth the 30 minutes. The #CleanDisruption will be the fastest, deepest, most consequential disruption of energy and transportation in history. By analyzing and anticipating these disruptions, we can learn that the … Continue reading →

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